Our fixed income funds are constructed in keeping with a philosophy of providing superior returns on a risk adjusted basis over time. The process and methodology employed to construct, manage and maintain the fixed income portfolios ensures a robust framework for implementation of the client mandate and benchmark requirements.
A comprehensive investment methodology is employed to manage, construct and maintain fixed income portfolios. A research driven process is followed that involves thorough investigation of all factors that may influence the direction of interest rates. This includes:
o Economic fundamentals
o Monetary conditions
o Technical analysis
o International markets
The information is methodically collated to provide a gage of interest rate direction and magnitude thereof.
As risk profiles and client needs differ, portfolios and benchmarks are tailored accordingly to suit the investor. Funds are therefore appropriately positioned on the risk spectrum.
The investment universe includes money market instruments, government and corporate bonds, securitised assets and derivative strategies where appropriate.
In addition, portfolios are managed and maintained through a series of investment processes that include:-
o Yield curve analytics
o Valuation strategies
o Risk and compliance modelling
o Scenario analysis and stress testing
o Trading strategies
o Performance attribution analysis.
Trident Capital therefore offers capabilities along the entire fixed income risk spectrum and investment universe. This includes low risk funds that require little deviation from a defined index or benchmark to funds that allow aggressive strategies to enhance returns.